Delegation of Authority

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What is Delegation of Authority (DoA)? 

This is the ONE and only source of truth on what folks are permitting to do at Bright related to cost and liability (expenses, signatory authority, custom proposal authorization, etc). 

DoA is about authority but not what they should spend. So it more has to do with what we trust a person with in terms of making good decisions and taking care of Bright, but they are not actually the rules for what should be spent (what should be spent should be often far less than what they have authority to spend).

Philosophy: we want all Brighters to ‘treat the company's money as if it was their own’ and the delegation of authority is a guide for Brighters to know how much spending and liability each person at Bright can authorize (via approval or legal rep signature) and who should be involved in the approval.  The goal is to provide teams with the autonomy that allows them to grow, and strengthen our core valuesIf you have questions do not hesitate to contact People Ops.

The DoA is only meant to help us move fast and enable leaders but shouldn't be seen as goals for what we want to pay. We should always be working to minimize cost wherever we can


Cost & Budget - Delegation of Authority

Any expense or liability we sign up for at Bright requires documented approval. The approval required is determined by the expense amount and the status of the monthly budget that will be used to cover the expense. Depending on the amount of the expense, it will require approval from a team leader (managers of direct contributors), section head (managers of direct report managers), VP or CEO as outlined in the below table (note that we should rarely ever come close to these limits. They are what authority is granted for but we should rarely be using close to those amounts):

:

(link here for Jonah only to update the airtable)

*Note that all $/watt calculations are made for the specific project the expense is for (so the additional cost divided by the watts for that project specifically)

Reward and recognition budgets can be used to pay for Bonda Points for Brighters following this wiki

Follow the standard expense approval process that applies to each type of expense

Team managers and section heads must track their expenses and be able to provide information to accounting if needed.

These budgets can’t be used for anything illegal or that goes against our culture as outlined here

Managers can't use their delegation to approve any amounts related to severance or finiquito. All amounts for these cases need to approved by Jonah and follow the standard legal contracts. 


Legal - Delegation of Authority

This template attached is approved from a legal perspective to use for any capital contributions to Bright SAPI de CV as long as the numbers input in the bracketed sections are correct and xyz other conditions are met.

 

 


Wiki / comp updates

 


Custom Proposals

 


Approval process

Exception approval

One-time payments approvals

The Brighter in need of an expense approval should identify the budget that will cover it on the department’s budget and expense approval section, and should request the expense approval by emailing the below template completely filled out to the budget’s owner. If the expense exceeds the budget’s owners delegation of authority they should forward it to their manager, until it reaches the person with enough authority to approve the expense.

Email subject: [Approval requested] Extra cost approval of $XX/watt for CXXXX

Hello [Name of the person with delegation of Autorithy to approve, make sure you follow the chain of command]!

 I’m writing to ask for approval of an extra cost of $X/watt for [if the expense is customer related write:  CXXXX on proposal PPXXX].  The project is a X Watts  (subscription, IDB eligible, or financial lease)  in the X portfolio if not then write the purpose of the spending].

Recurrent payment approvals

Additional approval is needed if the expense is a recurring one (e.g. rent, cell phone plan, etc.), and it exceeds $2,000 MXN, to request approval for these expenses it's required to send an email to CEO, accounting@thinkbright.mx and invoices@thinkbright.mx using the following email template:

Email subject: [Approval requested] Extra cost approval of $XX/watt for CXXXX

Hello Jonah and Accounting team!

  1. Why is this payment needed?
  2. What's the cost of the service?
  3. What issues will this payment be avoiding?: (1 sentence per bullet)
  4. Any other relevant info or background to the case: (1 sentence per bullet)

Please consider that in order to sign any Service Agreement in Bright's behalf CEO authorization is required in advance. 

 


Revision #90
Created 26 October 2019 19:44:30 by Hector Vargas
Updated 17 October 2024 20:34:50 by Jonah Greenberger